US$6bn Regained in Relative EMV; More to Go as BHPs Valuation Premium Melts...
INVESTMENT VIEW: Bhp Billiton (BHP AU) shares have fallen 4% since the end of August, underperforming Rio Tinto Ltd (RIO AU) shares which have...
367 Views
US$20bn in Lost Market Cap Looks Hard to Justify: Recommend Long Rio; Short BHP
INVESTMENT VIEW: We believe Rio Tinto Ltd (RIO AU) shares are oversold versus Bhp Billiton (BHP AU) and recommend a pair trade: long Rio; short...
822 Views
Baltic Dry - It's That Time of Year. Again. [2018 Version]
This insight starts with a bit of history. It is entirely extraneous to the data, but I think the history is kind of fun. If you want to get right...
311 Views
Elliott's Proposals Test BHP's Metal
A little over a week ago, Elliott Advisors (HK) Limited issued a number of proposals via an open letter to the board of BHP Billiton Limited (BHP...
613 Views
Dismantling the Dual-Listed Structure Unlikely to Add Value to BHP
U.S.-based activist investor Elliott has proposed three initiatives with the goal of unlocking value for BHP Billiton shareholders. First, Elliott...
322 Views